DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Lincoln Investment

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Timothy Gerard CrawfordLincoln Investment otherGwn Securities Inc. otherOtherNov 19, 2007May 21, 2010 (914 d)
Scott Browning CoombesLincoln Investment otherAdvice And Planning Services otherOtherMay 23, 2007Mar 10, 2008 (292 d)
Michael Todd ToscanoLincoln Investment otherPnc Wealth Management otherOtherDec 4, 2006Jan 18, 2007 (45 d)
Edwin James WoolleyLincoln Investment otherConcourse Financial Group Advisors otherOtherSep 11, 2006Nov 17, 2006 (67 d)
Tracy David GilletteLincoln Investment otherPlanmember Securities Corporation otherOtherAug 10, 2006Aug 10, 2006
Tristan Wayne TalleyLincoln Investment otherLPL Financial LLC otherOtherMar 14, 2006Jun 13, 2006 (91 d)
James Christian GatesLincoln Investment otherLegend Advisory, LLC otherOtherMay 10, 2005May 10, 2005
Brian Paul NaumanLincoln Investment otherPlanmember Securities Corporation otherOtherMay 6, 2005May 5, 2005
Craig Michael SwanLincoln Investment otherCetera Advisor Networks LLC otherOtherMar 9, 2005Jun 29, 2005 (112 d)
Jennifer Lynn DisrudLincoln Investment otherBi Investments, LLC unclassifiedOtherFeb 24, 2005Apr 14, 2005 (49 d)
Timothy Dean VeldstraLincoln Investment otherThrivent Investment Management Inc. otherOtherJul 2, 2004Sep 2, 2004 (62 d)
Shawn Charles ShubatLincoln Investment otherWaddell & Reed otherOtherMay 3, 2004May 13, 2004
Christina Lynne CaldwellLincoln Investment otherUvest Financial Services Group, Inc. unclassifiedOtherOct 21, 2003Oct 27, 2003
Paul Andrew HynesLincoln Investment otherSii Investments, Inc. otherOtherAug 8, 2003Feb 23, 2005 (565 d)
Sean M. FlynnLincoln Investment otherTaplin Capital Management, LLC unclassifiedOtherJun 9, 2003Apr 7, 2022 (6877 d)
Neal Jay SolomonLincoln Investment otherWealthpro, LLC independent RIAOtherFeb 20, 2003Feb 3, 2021 (6558 d)
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556 moves match.